How to Create Notes and Display them in your Bill List or Report

Updated over a week ago

Notes are a way for you to gather your thoughts or research on bills that you can later share with members of your workspace and clients.

Notes Section

Creating a Note

To create a note, click on the "Create" button in the bottom right corner of any Bill Page. An empty note will be displayed on your screen.

Abstract notes have a collection of capabilities that you can leverage to communicate an action plan to your clients.

Adding a Title and Description

Clicking on the "Edit" button in the top right corner of the note will allow you to rename the note and add a body of text to it that you can share with your clients. Make sure to click save to store your ideas.

Attaching a File

You can attach files to a note using the "Attach File" button that is located above the bill card. Clicking on the button will open your device's file directory, where you can search for and attach the file of your choosing. Note that attached files cannot exceed 10MB.

Adding Bill Lines

While creating your note, you may want to pull specific lines that you'd like to share with your clients. To do this, click the "Add highlighted lines" button located at the bottom right of the note. Clicking on this button will open a window for you to select the lines of the bill's text that you would like to add to the note. All selected lines will be directly displayed on your note and can be included on your exported Bill List.

Adding Bill Lines


Notes also serve as a space for discussion between you and members of your workspace. The comment section to the right of the note allows you to leave new comments and reply to existing ones. Once a comment has been posted, the owner of the note receives both an email and an in-platform notification alerting them of the new comment.

Note Comment Section

After performing any of the actions above, you are free to add your notes to a list that you can share with clients.

Displaying Notes in your Bill List or Report

To display your Notes in your Bill List so you and others in your workspace can review and edit them at a glance, simply click the small note icon in the right corner of the bill card in your List.

From here, you can choose to display all Notes in your List, or just a few select Notes. Only the Notes you choose to display will appear in your exported Report.

When you're ready to export your List, click the purple Export button, select a template, and click Edit Template. Under "Bill Information," you will find Notes. If you'd like to include Notes in your report, make sure Notes is under the "Include" column.

To keep your Notes internal-only, use the six gray dots on the left side of "Notes" to drag "Notes" into "Don't Include."

Still have questions? Reach out to Abstract Support using the chat feature in your Abstract workspace.

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